Episodes
If you have a specific subject on your mind, you can use our complete episode index, organized by topic, to find the conversation you're looking for.
Why Your 30-Year Retirement Plan Report Feels Underwhelming
Long-term retirement planning is a necessity, but it must be balanced with yearly execution. Episode 42 explores why a static 30-year trajectory feels underwhelming without proactive tax planning, and how tactical adjustments to your tax return provide real-world confidence as the future unfolds.